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Pollard Banknote Ltd

PBL-T

TSE:PBL

48.67
0.66 (1.37%)
Pollard Banknote Income Fund traces its roots back to 1907 to the Saults & Pollard commercial printing company in Winnipeg, Manitoba, Canada.
More at Wikipedia

Analysis and Opinions about PBL-T

Signal
Opinion
Expert
Chart
PARTIAL SELL
PARTIAL SELL
March 17, 2021
Very well managed. Stable, resilient, long-term business. Recently got into iLottery, a growth area. PBL has become a leader in that business, and that's part of the reason for its big run. He sold part of his position, based on valuation. Still likes it long-term. Excellent company.
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Very well managed. Stable, resilient, long-term business. Recently got into iLottery, a growth area. PBL has become a leader in that business, and that's part of the reason for its big run. He sold part of his position, based on valuation. Still likes it long-term. Excellent company.
Colin Stewart
Price
$52.470
Owned
Yes
TOP PICK
TOP PICK
January 25, 2021
Second largest supplier of lottery tickets in North America. They grew their market share through creative content. It is very undervalued with great free cash flow, organic growth and growth by acquisition prospects. (Analysts’ price target is $38.67)
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Second largest supplier of lottery tickets in North America. They grew their market share through creative content. It is very undervalued with great free cash flow, organic growth and growth by acquisition prospects. (Analysts’ price target is $38.67)
BUY
BUY
January 4, 2021
He quite likes the business. People have caught on to this company more recently. It is a unique play.
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He quite likes the business. People have caught on to this company more recently. It is a unique play.
Colin Stewart
Price
$36.010
Owned
Yes
BUY
BUY
September 22, 2020
Loves it. He tried to buy it during the pullback. Their business was way down during the lockdown earlier this year, but the lottery ticket business really picked up in following months during reopenings. Sales have come back quite nicely. People are buying more lottery tickets. Their online lottery in Michigan has taken off, like most things online. It's reasonably priced. Enjoy a strong moat--only 3 players in this market and this won't change.
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Pollard Banknote Ltd (PBL-T)
September 22, 2020
Loves it. He tried to buy it during the pullback. Their business was way down during the lockdown earlier this year, but the lottery ticket business really picked up in following months during reopenings. Sales have come back quite nicely. People are buying more lottery tickets. Their online lottery in Michigan has taken off, like most things online. It's reasonably priced. Enjoy a strong moat--only 3 players in this market and this won't change.
PAST TOP PICK
PAST TOP PICK
June 16, 2020
(A Top Pick Jun 03/19, Down 22%) Are the second-biggest supplier of scratch lottery tickets. Are only 3 players in this space, and PBL is increasing its market share. It is expanding into technology (internet lottery) in the U.S. Scratch ticket sales are up YOY, despite the pandemic. Their bingo halls are reopening now. Generates great free cash flow. Grows organically and by acquisition. He'd still buy.
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(A Top Pick Jun 03/19, Down 22%) Are the second-biggest supplier of scratch lottery tickets. Are only 3 players in this space, and PBL is increasing its market share. It is expanding into technology (internet lottery) in the U.S. Scratch ticket sales are up YOY, despite the pandemic. Their bingo halls are reopening now. Generates great free cash flow. Grows organically and by acquisition. He'd still buy.
BUY
BUY
December 12, 2019
Extremely well run in a great business with a huge barrier to entry. They have been very innovative. They are branching out into iLottary and merchandise. It generates great margins and is a growing business.
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Extremely well run in a great business with a huge barrier to entry. They have been very innovative. They are branching out into iLottary and merchandise. It generates great margins and is a growing business.
BUY
BUY
November 26, 2019
A maker of the scratch-and-win. They recently pulled back. Long term trends in the lottery business is very positive and has grown 5-6% annually. Trading at 9.5x right now.
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A maker of the scratch-and-win. They recently pulled back. Long term trends in the lottery business is very positive and has grown 5-6% annually. Trading at 9.5x right now.
Colin Stewart
Price
$19.370
Owned
Yes
BUY
BUY
October 31, 2019
He really likes this company. They have a huge moat and barrier to entry. They are good managers and have been making good moves expanding into complimentary areas. Hold it long term. It is a growing business.
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He really likes this company. They have a huge moat and barrier to entry. They are good managers and have been making good moves expanding into complimentary areas. Hold it long term. It is a growing business.
STRONG BUY
STRONG BUY
September 10, 2019
Good to buy now. They've been consolidating in the low-$20s. Enjoys high barriers to entry to print lottery tickets, a good moat around it. PBL leads and innovates in this sector, and are diversifying into related areas. Strong managers and growth potential.
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Pollard Banknote Ltd (PBL-T)
September 10, 2019
Good to buy now. They've been consolidating in the low-$20s. Enjoys high barriers to entry to print lottery tickets, a good moat around it. PBL leads and innovates in this sector, and are diversifying into related areas. Strong managers and growth potential.
BUY WEAKNESS
BUY WEAKNESS
August 12, 2019
They're in the instant scratch lottery business, which is an oligopoly with only a few players in the world. A moat protexts PBL. PBL is well-run, and the lottery business is recession-proof. The recent pullback is a buying opportunity. He's buying.
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They're in the instant scratch lottery business, which is an oligopoly with only a few players in the world. A moat protexts PBL. PBL is well-run, and the lottery business is recession-proof. The recent pullback is a buying opportunity. He's buying.
Colin Stewart
Price
$20.700
Owned
Yes
TOP PICK
TOP PICK
June 3, 2019
The second largest supplier of instant win lottery tickets. There are only 3 companies licensed to produce lottery tickets. They plan to increase the float and make more acquisitions. They are executing very well. (Analysts’ price target is $25.50)
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The second largest supplier of instant win lottery tickets. There are only 3 companies licensed to produce lottery tickets. They plan to increase the float and make more acquisitions. They are executing very well. (Analysts’ price target is $25.50)
BUY
BUY
April 23, 2019
He's owned this for five years. It's a good performer and a leader in printing and distributing instant-scratch lottery tickets around in Canad and America. Protected by high barriers to entry into this business. It's not cheap or expensive. Lately, they've made some acquisitions, and the owners hold a lot of stock. A stable, long-term demand profile. A defensive stock.
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He's owned this for five years. It's a good performer and a leader in printing and distributing instant-scratch lottery tickets around in Canad and America. Protected by high barriers to entry into this business. It's not cheap or expensive. Lately, they've made some acquisitions, and the owners hold a lot of stock. A stable, long-term demand profile. A defensive stock.
Colin Stewart
Price
$22.110
Owned
Yes
BUY
BUY
November 19, 2018
It's still a core position for him. Excellent managers who've made some acquisitions that they'll likely continue. Just enjoyed a great quarter. The outlook looks good.
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It's still a core position for him. Excellent managers who've made some acquisitions that they'll likely continue. Just enjoyed a great quarter. The outlook looks good.
Colin Stewart
Price
$22.910
Owned
Yes
BUY
BUY
September 10, 2018

Best known for the instant win lottery tickets. In recent quarters, analysts have picked up coverage. There are very high barriers to entry. They have been making acquisitions recently. They would like to grow through acquisitions. It pulled back recently and he has added to his position.

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Pollard Banknote Ltd (PBL-T)
September 10, 2018

Best known for the instant win lottery tickets. In recent quarters, analysts have picked up coverage. There are very high barriers to entry. They have been making acquisitions recently. They would like to grow through acquisitions. It pulled back recently and he has added to his position.

Colin Stewart
Price
$20.600
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 10, 2018

(A Top Pick Feb. 8/18, Up 7%) It has gone sideways recently but so have many of the gaming stocks. He is sticking with it. He thinks they will go through a number of acquisitions to move the stock price higher.

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Pollard Banknote Ltd (PBL-T)
September 10, 2018

(A Top Pick Feb. 8/18, Up 7%) It has gone sideways recently but so have many of the gaming stocks. He is sticking with it. He thinks they will go through a number of acquisitions to move the stock price higher.

Gerard Ferguson
Price
$20.600
Owned
Yes
Showing 1 to 15 of 43 entries

Pollard Banknote Ltd(PBL-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 3

Stockchase rating for Pollard Banknote Ltd is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Pollard Banknote Ltd(PBL-T) Frequently Asked Questions

What is Pollard Banknote Ltd stock symbol?

Pollard Banknote Ltd is a Canadian stock, trading under the symbol PBL-T on the Toronto Stock Exchange (PBL-CT). It is usually referred to as TSX:PBL or PBL-T

Is Pollard Banknote Ltd a buy or a sell?

In the last year, 3 stock analysts published opinions about PBL-T. 2 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is PARTIAL SELL. Read the latest stock experts' ratings for Pollard Banknote Ltd.

Is Pollard Banknote Ltd a good investment or a top pick?

Pollard Banknote Ltd was recommended as a Top Pick by Colin Stewart on 2021-03-17. Read the latest stock experts ratings for Pollard Banknote Ltd.

Why is Pollard Banknote Ltd stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Pollard Banknote Ltd worth watching?

3 stock analysts on Stockchase covered Pollard Banknote Ltd In the last year. It is a trending stock that is worth watching.

What is Pollard Banknote Ltd stock price?

On 2021-08-04, Pollard Banknote Ltd (PBL-T) stock closed at a price of $48.67.